Notes:

  • You must have Word 2000 or Word XP installed on your computer to create Word merge files.
  • You can associate a letter with a simple or conditional Word merge file.
  • In Options:
    • Select the Export tab to specify the export format that appears by default on the Create a New Export screen.
    • Select the File Locations tab to specify a directory to store word processing files created in your education software
       
How to add a simple merge letter
  1. On the Configuration page, click Letters.
  2. From the left frame, select the type of letter to create, such as Action, Applicant, Attendance, Conduct, Faculty/Staff, Financial Aid, Organization, or Student
  3. Click New Letter on the action bar.
  4. In the Letter description field, enter a meaningful name for the letter. This description appears on the Letters page when you select letters from records in Records.
  5. In the Blackbaud Word Merge export field, to associate the letter with a Word merge file, click the binoculars.
  6. On the Open screen, you can search for an existing merge file or click Add a New Export on the action bar.
  7. On the Create a New Export screen, select the appropriate export type in the box titled What type of export do you want to create?
    Note: The export types available depend on the letter type selected.
  8. In the Export format field, select Blackbaud Simple Word Merge.
  9. Click Create Now.
  10. Move each needed field from the Available Fields box to the Output box by double-clicking it or selecting it and clicking Select.
  11. When you have selected all needed fields, click Edit word merge file on the action bar.
  12. Type the letter in the Word document that appears. To insert a merge field code, select Insert field and select the field.
  13. When the letter is complete, click Save and return to Merge.
  14. Click Save and Close.
  15. On the Save Export As screen, enter the export name and description. Specify whether others can run and/or modify the export.
  16. Click Save.
     
How to add a conditional merge letter
  1. On the Configuration page, click Letters.
  2. From the list on the list, select the type of letter to create, such as Action, Applicant, Faculty/Staff, or Financial Aid.
  3. Click New Letter on the action bar.
  4. In the Letter description field, enter a meaningful name for the letter. This description appears on the Letters page when you select letters from records in Records.
  5. In the Blackbaud Word Merge export field, to associate the letter with a Word merge file, click the binoculars.
  6. On the Open screen, you can search for an existing merge file or click Add a New Export on the action bar.
  7. On the Create a New Export screen, select the appropriate export type in the box titled What type of export do you want to create?
    Note: The export types available depend on the letter type selected.
  8. In the Export format field, select Blackbaud Conditional Word Merge.
  9. Click Create Now.
  10. Move each needed field from the Available Fields box to the Output box by double-clicking it or selecting it and clicking Select.
  11. When you have selected all needed fields, click Conditional merge wizard on the action bar.
  12. Select a field to use as a condition.
  13. Click Next.
  14. Click New Document.
  15. On the Conditional Merge Document screen, select the condition and value for the letter. For example, if you are using Current status as the field, select equal to in the Condition field and Accepted Not Enrolled in the field titled this value.
  16. Click Edit merge document.
  17. Type the letter in the Word document that appears. To insert a merge field code, select Insert field and select the field.
  18. When the letter is complete, click Save and return to Merge.
  19. On the Conditional Merge Document screen, enter the document description.
  20. Click OK.
  21. To select more conditions, click Back and repeat the above steps.
  22. When you have selected all conditions, click Finish.
  23. Click Save and Close.
  24. On the Save Export As screen, enter the export name and description. Specify whether others can run and/or modify the export.
  25. Click Save.
For complete information, review the Configuration Guide for Admissions Office and the Configuration Guide for Registrar's Office by selecting Help, User Guides from the menu bar in your software.